Bridgewater’s Dalio Sees ‘Game Changer’ as Money Shifts – Bloomberg 01-25-13

Salient to Investors: Ray Dalio at Bridgewater Associates said: 2013 will be a game changer for the economy as investors reallocate money – currently getting very bad returns – after risks including Europe’s sovereign debt crisis receded. Money will move into stocks and other assets, as well as into goods and services Central banks

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Gold Forecasters Splitting on Peak for Bull Market: Commodities – Bloomberg 01-14-13

Salient to Investors: Christin Tuxen at Danske Bank predicts gold will average $1,720 an ounce in 2013 as central-bank stimulus will sustain buying as a hedge against inflation and currency devaluation, and $1,600 in 2014 as economic growth curbs demand. Tuxen said the prospect of the Fed stopping easing and improving economic activity

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Billionaires Are Buying Gold, Should You? – Investopedia 12-19-12

Salient to Investors: Billionaire hedge fund managers have been heavily buying gold. John Paulson has been accumulating gold and gold mining stocks at a fevered pace. George Soros, Louis Moore Bacon, Julian Robertson et al have been buying gold, mining equities and ETPs. Bill Gross at Pimco has urged investors to buy precious metals. George

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Soros Joined Och-Ziff Betting on AIG Before Sandy Struck – Bloomberg 11-15-12

Salient to Investors: George Soros and Och-Ziff Capital Mgmt added stakes in AIG in Q3. Daniel Loeb at Third Point and Richard Perry at Perry Capital reported AIG stakes in Q3. Josh Stirling at Sanford C. Bernstein said primary insurers are trading at levels well off recent highs. Read the full article at http://www.bloomberg.com/news/2012-11-15/soros-joined-och-ziff-betting-on-aig-before-sandy-struck-u-s-.html

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Gold Seen Luring Wealthy as Central Bankers Expand Stimulus – Bloomberg 09-21-12

Salient to Investors: Mark Smallwood at Deutsche Bank said gold is increasingly being used as a monetary instrument as more high net-worth individuals seek to protect their wealth from the risk of rising inflation, with an increased preference for physical holdings. Holdings in gold-backed exchange-traded products reached an all-time high yesterday. Bank of America said

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Gold Bulls Extend Streak as Prices Jump on Stimulus: Commodities – Bloomberg 09-21-12

Salient to Investors: Bloomberg reports the overall bullish outlook of analysts extended for an 18th week. Buyers bought the more exchange traded products this quarter than in two years. Hedge funds et al more than doubled net-long position since July 24 to the most since Feb. 28. Bank of America predicts gold at $2,000 by

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